ETNRX Mutual Fund
NAV$8.09
AUM$38M
TER0.68%
Holdings103
ETNRX Mutual Fund
NAV$8.09
Eventide Core Bond Fund Class N
AUM$38M
TER0.68%
Holdings103
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ETNRX Mutual Fund Overlap Analysis
ETNRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ETNRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, ETNRX may share significant positions with broad-market funds.
ETNRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ETNRX tax-loss harvesting finds highly correlated but non-identical funds.